MRA Advisory Group
Financial Services
Parsippany, New Jersey, United States
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
- Phones
- 3
MRA Advisory Group Overview
- Headquarters
- Parsippany, New Jersey, United States
- Website
- www.mraadvisory.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2017
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About MRA Advisory Group
We are a generational planning Registered Investment Advisory (RIA) firm. We offer flexible subscription-based advisory services for all stages of your financial journey, including: Financial Planning, Wealth Management, Tax Preparation and Planning, Business Services and Insurance. Experienced: Since 2012, MRA’s advisors have been successful financial planning and wealth management professionals associated with an unaffiliated broker-dealer. In 2017, the team transitioned MRA to a fully independent Registered Investment Advisory firm (RIA). Our advisors have over 100 years of combined industry experience. Fiduciary: With a fiduciary mindset, our team includes seasoned professionals, specialists, and a friendly supporting staff. Most of our Wealth Advisors have over two decades of financial services industry experience. Systems Driven: We focus on providing our clients with the latest financial technology (Fintech) to facilitate the best client service experience possible.
MRA Advisory Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 3
- 100.0% coverage
MRA Advisory Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Beth Wahlig | Wealth Advisor with Innovative Steps | Greater Philadelphia, United States |
Email
Phone
|
| Marco Lima, Cfp® | Chief Executive Officer | Parsippany, New Jersey, United States |
Email
Phone
|
| Adam Anderson, Cfp®, Crpc | Florida State Representative Managing | Tampa, Florida, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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